Managing accounting entity sales order type

Use the Accounting Entity Sales Order Type Maintenance page to define the default values required when creating an order.
Note: 
  • This is applicable only for M3 integrated customers.
  • You must be logged on to the Infor CRM Administration Client and have the appropriate permissions.
  • The application defaults the data on this page from the Sales Order Type Maintenance page.
  1. Select Master Explorer > System Administration > Audit and Integration > Back Offices from the navigation pane. The Back Offices list page is displayed.
  2. Select an M3 Back Office record. The selected back office details are displayed.
  3. Select the Accounting Entities tab.
  4. Click the Accounting Entity Name. The Accounting Entity Sales Order Type Maintenance page is displayed for the selected Accounting Entity. The allowed order types and default settings for each order type are displayed.
  5. Click New and select a value in the Sales Order Type field.
  6. Review or specify this information:
    Back Office
    The name of the selected Back Office record. You cannot modify this value.
    Accounting Entity
    The ID of the selected Accounting Entity record. You cannot modify this value.
    Sales Order Type
    The sales order type. Each value must be unique for the accounting entity.
    Allow Ad Hoc Products
    Indicates if ad hoc products can be added for all or specific order types. Possible values:
    • Yes: You can add ad hoc products for all order types if the Allow Ad Hoc Products field is set to Yes on the Account details page.
    • Default: You can add ad hoc products for specific order types if the Allow Ad Hoc Products field is set to Default on the Account details page.
    Allow Price Visibility
    Indicates if price visibility is allowed for all or specific order types. Possible values:
    • Yes: Price visibility is allowed for all order types if the Allow Price Visibility field is set to Yes on the Account details page.
    • Default: Price visibility is allowed for specific order types if the Allow Price Visibility field is set to Default on the Account details page.
    Allow Stock Visibility
    Indicates if stock visibility is allowed for all or specific order types. Possible values:
    • Yes: Stock visibility is allowed for all order types if the Allow Ad Hoc Products field is set to Yes on the Account details page.
    • Default: Stock visibility is allowed for specific order types if the Allow Ad Hoc Products field is set to Default on the Account details page.
    Signature Required
    Indicates if customer signature is required for all or specific order types. Possible values:
    • Yes: The customer signature is required for all order types if the Allow Ad Hoc Products field set to Yes on the Account details page.
    • Default: The customer signature is required for specific order types if the Allow Ad Hoc Products field is set to Default on the Account details page.
    Requested Delivery Number of Days
    The requested number of days for delivery. The Due Date in the Add New Sales Order window is defaulted to the current date plus the value specified in this field (excluding non-working days).
    Note: When order type is set to Standard Van Sale for a new sales order, the Due Date is always the current date.
    Maximum Days
    When a new sales order is created and the Due Date in the Add New Sales Order window is modified, the difference between the current date and the modified Due Date is compared against the value set on this field. If the difference exceeds the value set on this field, the difference is then compared against Maximum Days set for the sales order Accounting Entity and order type inAccounting Entity Sales Order Type maintenance page. A warning message is displayed if the difference is more than the value of Maximum Days in Accounting Entity Sales Order Type maintenance page.
  7. Select the check boxes corresponding to the required settings.
  8. Click Save.
    Note: 
    • You can edit an order type and the related default settings.
    • You can select an order type and click Delete to remove an order type